Membership card is not added to a record when the membership was purchased through Online Sales

Users may want to print membership cards, but notice that no membership card is listed on the constituent record if the constituent purchased a membership online, whether it be a new membership or a renewal.
This will happen if no expiration date was assign to the original membership card on the membership. To see if this is the case, follow these steps:
  1. Go to the constituent record, and click on the Memberships tab. 
  2. Click the hyperlinked name of the Membership to take you to the constituent's Membership record.
  3. Navigate to the Membership card area. Note that there is no expiration date on the membership card. 
  4. If this constituent has renewed/rejoined the membership program recently and a card needs to be issued, expand and Cancel the current card.
  5. Then, click Issue new card and set the correct name and expiration date. Click Save.
  6. This card will pull into your next Print Membership Card process.

If you're looking to see what other memberships in the system may have recently had sales orders but were not issued cards, use the steps below: 

Use a query to group all online membership sales and then manually issue and print membership cards.
1.     Create a sales order query with the criteria:
  • Sales Method Type is equal to Online Sales
  • AND Sales Order Item/Type is equal to Membership
  • AND Transaction Date [choose the specific date or date range you wish to include]
2.     Using the query results as a guide to go to each sales order
3.     From each sales order, go to the membership record
4.     On the Summary tab of the membership, issue and print a membership card

Steps to Duplicate

  1. Purchase or renew membership via online sales.
  2. Navigate to constituent membership record. 
  3. Notice that no membership card was issued from the online sales transaction from BBNCAppPool

Environment

 2.8

Was this article helpful?


Thanks for your feedback! Did this solve your issue?

Comments (optional):


Thanks for your feedback!
We're glad it was helpful but sorry it didn’t solve your issue. If you need assistance, click Chat with Support below.
We’re sorry to hear that. Please tell us why.

 I don't like how this works.

 The answer is confusing.

 The answer didn't match what I was searching for.

Additional Comments (optional):


Thanks for your feedback! If you need assistance, click Chat with Support below.
Thanks for your feedback. Help us make our products even better by sharing details in our Idea Banks or our online Community.
Thanks for letting us know. We'll work on clarifying the information in the article. If you need assistance, click Chat with Support below.
Thanks for letting us know. We'll work on updating the search engine to return more relevant results.